Discussions

Stay up-to-date with the latest news from NetSuite. You’ll be in the know about how to connect with peers and take your business to new heights at our virtual, in-person, on demand events, and much more.
Now is the time to ask your NetSuite-savvy friends and colleagues to join the NetSuite Support Community! Refer now! Click here to watch and learn more!
Update your Profile with your Support type to get your Support Type badge.
Uncover the power of data with the Analytics Hub —your ultimate guide to mastering NetSuite Saved Searches and Reports. Simplify the complex and unlock your organization's true potential. Dive into the Analytics Hub now and soar to new heights!
To help you get the most out of your 2025.2 Release Preview account, review the topics outlined in the 2025.2 Release Preview Guide.
Nominate Your Peers for NetSuite Support Community's Choice of the Quarter! Submit your nomination today.
Intelligent Payment Automation version 1.0.3 is now available in the SuiteApp Marketplace. The SuiteApp, powered by BILL, lets you automate payments, manage vendor details, and bank account information within NetSuite. Learn more

Auto Creation of task or auto fill according to opportunity

edited Nov 22, 2019 10:25AM in CRM 2 comments

i did search in the tutorials on how to set up auto task creation and it provided some information on how to auto create task for sales reps, but i am wanting tasks to be auto created for the listed Marketing Resource in the opp i create and only to be created for a specific status of the opp...or 2 statuses actually.

if this is not possible is there a way that i can make the task auto fill the title and who the task is assigned to so when i choose to create a task appropriate info is already there?  Is there a way that it can only auto-fill for just me and not all users?  Personalizing the way that "I" use Netsuite so it doesn't interfere with others.

Howdy, Stranger!

Log In

To view full details, sign in.

Register

Don't have an account? Click here to get started!

Leaderboard

Community Whiz

Quarter 4 (Oct-Dec 2025)

This Week's Leaders

This Month's Leaders

All Time Leaders